Senior Associate

A rapidly growing wealth advisory firm wants to add an Senior Associate to support their high-net-worth clients.

SENIOR ASSOCIATE RESPONSIBILITIES:

• As a member of the client service team, support senior advisors in managing client relationships
• Support with client and prospect meetings, as well as networking events
• Assist in developing financial plans
• Prepare investment portfolio analysis and financial-related projects
• Assist in monitoring and satisfying compliance requirements

SENIOR ASSOCIATE REQUIREMENTS:

• Bachelor's Degree
• 5+ years wealth management experience
• Series 65

SENIOR ASSOCIATE COMPENSATION:

• Excellent Benefits
• 401k with match
• Unlimited discretionary PTO and Summer Fridays
• Significant professional and personal growth opportunities